Purchases and Sales Made in Q2 2023 in Spdr Dow Jones Reit ETF (RWR)
This table provides information about the institutional ownership of Spdr Dow Jones Reit ETF (RWR) during Q2 2023. The information is specifically focused on institutions that hold shares of SPDR DOW JONES REIT ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
365K+ 24.97% |
$30.9M - $33.2M
|
1.82M
$181M
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
95.4K+ 9539900.0% |
$8.1M - $8.69M
|
95.4K
$9.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
29K+ 322.33% |
$2.46M - $2.64M
|
38K
$3.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.97K+ 12.25% |
$846K - $908K
|
91.3K
$9.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.88K+ 86.48% |
$753K - $809K
|
19.1K
$1.9M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.42K+ 6.4% |
$715K - $767K
|
140K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.42K+ 6.4% |
$715K - $767K
|
140K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.79K+ 1.83% |
$661K - $709K
|
434K
$43.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
7.42KNew |
$630K - $676K
|
7.42K
$738K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.18KNew |
$524K - $563K
|
6.18K
$614K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.78K+ 5.11% |
$491K - $527K
|
119K
$11.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.47KNew |
$464K - $498K
|
5.47K
$544K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5KNew |
$424K - $456K
|
5K
$497K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.62K+ 77.95% |
$392K - $421K
|
10.5K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.66K+ 8.52% |
$311K - $334K
|
46.7K
$4.64M
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
3.33K+ 139.57% |
$283K - $304K
|
5.72K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.17K+ 59.6% |
$269K - $289K
|
8.48K
$843K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.74K+ 5.39% |
$232K - $249K
|
53.5K
$5.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
2.4KNew |
$204K - $219K
|
2.4K
$239K
|
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.25KNew |
$191K - $205K
|
2.25K
$224K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
2.23KNew |
$189K - $203K
|
2.23K
$222K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.93K+ 10.82% |
$164K - $176K
|
19.8K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.61K+ 13.3% |
$136K - $146K
|
13.7K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 5.1% |
$135K - $145K
|
32.8K
$3.26M
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.48K+ 0.97% |
$126K - $135K
|
153K
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.23K+ 3.91% |
$104K - $112K
|
32.5K
$3.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.15K+ 20.42% |
$97.4K - $105K
|
6.77K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
988+ 3.71% |
$83.8K - $90K
|
27.6K
$2.74M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
918+ 23.42% |
$77.9K - $83.6K
|
4.84K
$481K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
828+ 22.11% |
$70.3K - $75.4K
|
4.57K
$455K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
800New |
$67.9K - $72.9K
|
800
$79.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
688+ 23.47% |
$58.4K - $62.7K
|
3.62K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
648+ 81.92% |
$55K - $59K
|
1.44K
$143K
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
605New |
$51.3K - $55.1K
|
605
$60.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
512+ 4.53% |
$43.4K - $46.6K
|
11.8K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
431+ 2.18% |
$36.6K - $39.3K
|
20.2K
$2.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
409+ 11.45% |
$34.7K - $37.3K
|
3.98K
$396K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
381New |
$32.3K - $34.7K
|
381
$37.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
381+ 11.24% |
$32.3K - $34.7K
|
3.77K
$375K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
376New |
$31.9K - $34.3K
|
376
$37.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
361+ 4.39% |
$30.6K - $32.9K
|
8.58K
$853K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
312+ 5.32% |
$26.5K - $28.4K
|
6.18K
$614K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
310+ 8.79% |
$26.3K - $28.2K
|
3.84K
$381K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
292+ 8.97% |
$24.8K - $26.6K
|
3.55K
$353K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
285New |
$24.2K - $26K
|
285
$28.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
275+ 1.54% |
$23.3K - $25.1K
|
18.2K
$1.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
265+ 1.0% |
$22.5K - $24.1K
|
26.8K
$2.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
249+ 2.76% |
$21.1K - $22.7K
|
9.27K
$922K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
240+ 7.98% |
$20.4K - $21.9K
|
3.25K
$323K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
233New |
$19.8K - $21.2K
|
233
$23.2K
|